Unlock the potential with Equity Select

Offering friendly, unbiased financial advice

5 Star Google Reviews

Unlock the potential with Equity Select

Why Equity Select?

We pride ourselves on working with you, our clients, throughout the entire process, to ensure everything goes as smoothly as possible.

We offer a full range of financial advice covering Mortgages, Equity Release, Protection, Pensions and Investments.

As an independent business we are not restricted to certain products or providers, this gives us the opportunity to help find the right solution for you.

Allan Robertson Independent Financial Adviser

Unlock the potential with Equity Select

Why choose Equity Select:

With no third-party ties, we have no sales targets, so you can be assured that if we say it’s the right deal for you, then we truly believe it’s the one that’s in your best interests.

We provide jargon-free advice and explanations, so that you’ll always understand our recommendations fully and feel confident about the whole process.

We understand that these are big decisions to make, so we give you all the advice you need and then leave you make the decision in your own time. Ask us as many questions as you need to, so you can make sure it’s the right decision for you.

Equity Select is authorised and regulated by the Financial Conduct Authority (FCA). Our fees are transparent, so the price we quote is the price you pay.

We fit around your lifestyle. There are no restrictions on our visiting times or locations. We offer a friendly face to help at every stage of the process.

We specialise in supporting more-complex applications, so if you’ve struggled to achieve your goals in the past, we’ll look to find a way to make it possible.

Equity release

Helping you unlock some of the value of your home to fund your retirement.

Equity Select provides a personal advice service, guiding you through all the different options to help find the right one for you.

Mortgages

Are you looking to buy your dream home but aren’t sure where to start?

Equity Select is here to help! Whether it’s your first home, your next home or an investment property, Equity Select can arrange the mortgage that works best for you.

Protection

Do you have the right protection in place?

Equity Select can help give you peace of mind by arranging a variety of insurance policies that will protect you and your family should the worst ever happen.

Pensions

When did you last review your pensions?

Equity Select can help review your current retirement savings and help you plan for the future

Investments

Are you looking for investment advice?

If you’re not sure where to start or would like to review your current investments Equity Select are here to help

Recent client reviews and experiences
Review from Google
Allan was a huge help in dealing with retirement planning and work pensions. His knowledge and advice were exemplary, clear and concise, allowing me to make informed decisions going forward. His cheerful and friendly demeanour all helped to navigate what can be a frustrating task. Thank you so much, Allan!
Review from Google
I would highly recommend Allan at Equity Select to anyone looking for a knowledgeable, reliable and approachable professional.

Allan has supported me over several years throughout the process of purchasing a home, including navigating the challenges of multiple sales falling through. Throughout it all, he has been incredibly knowledgeable, patient and supportive, always making himself available at short notice to offer advice and guidance whenever needed. He found us a very good mortgage deal which we were beyond happy with.

I have also purchased insurance through Allan, and he took the time to find the best prices to suit our budget, making the entire process seamless and completely stress-free.

His services are very reasonably priced, and his expertise, professionalism and friendly approach have made what has been an extremely stressful few years so much easier to manage.

I genuinely cannot thank Allan enough for everything he has done for me over the years and I wouldn’t hesitate to use him again. I wouldn’t look to go anywhere else and would wholeheartedly recommend Allan and his company to anyone. Thanks Allan!
Review from Google
Excellent financial advice, friendly and reliable service, happy to recommend.
Review from Google
We were very happy with the service and quick responses.
Review from Google
Allan Robertson and his team at Equity Select have helped me find the best mortgage deals on at least three occasions. He discusses my requirements and current situation, then searches the whole market and provides options with a clear breakdown of product features and costs. Allan does all the fiddly paperwork bit, provides clear timelines and sends regular updates throughout the process.
Equity Select take a potentially stressful situation, and make it simple and transparent with clear communication throughout. I can highly recommend Allan and his team.
Review from Google
Allan and his team as always remove all the stress and the paperwork, form a mortgage application. Professional, friendly and always reminding you what to do and how. Options were shared and great advice leading to a smooth and approved application in no time at all. If you need a Mortgage no hestiation in recommend Equity Select.
Review from Google
Excellent service, very knowledgeable and helpful
Review from Google
Very thorough and efficient, excellent communication and a useful professional advice.
Review from Google
We cannot recommend Allan highly enough. He has helped us immensely with both our mortgages and our pensions, and the support he’s given us has been absolutely invaluable.

Allan explains everything clearly, takes the time to understand our circumstances, and always makes us feel confident that we’re making the right decisions for our future. Nothing is ever too much trouble, and he’s always approachable, responsive, and genuinely invested in helping his clients.

Thanks to Allan, we feel far more secure and informed about our finances than we ever have before. If you’re looking for a financial advisor who is knowledgeable, trustworthy, and truly cares, Allan is the one.
Review from Google
Allan was very pleasant welcoming and knowledgable gave us excellent advice and arranged everything. He dealt with all the paperwork and made it very easy for us. He was always available if we needed advice and explained everything step by step and we are very happy with the service he provided.